
When this happens...
Draft Created
Document Send
Teamplate Create
Template send
Document Revoked
Document Declined
Document Completed

Automatically do this!
List Account
List Businesses
List Account People
List Custom Fields
List Event
List Event Occurrence
List Form of Payment
List Franchisees
List Pack product
List Payment Configuration
List Person
List Plans
List Plan Products
List Services
List Staff Member
Update Person
Create Person
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When this happensTriggers
A trigger is an event that starts a workflow.
Sends a notification to viaSocket whenever a new draft is created in BoldSign.
Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.
Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.
Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.
Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).
Sends a webhook to viaSocket when a BoldSign document is declined so workflows can respond to the decline.
Action is the task that follows automatically within your BoldSign integrations.
Create a new contact in BoldSign with email, full name, phone number, job title, and company.
Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.
Delete an existing document.
List all user's account details
List all Businesses
List account people.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your BoldSign and pike13 accounts to viaSocket. Once connected, you can set up a workflow where an event in BoldSign triggers actions in pike13 (or vice versa).
Absolutely. You can customize how BoldSign data is recorded in pike13. This includes choosing which data fields go into which fields of pike13, setting up custom formats, and filtering out unwanted information.
The data sync between BoldSign and pike13 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between BoldSign and pike13. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
BoldSign is a comprehensive electronic signature solution designed to streamline the signing process for businesses and individuals. It offers a secure and efficient way to manage and execute documents online.
Learn MoreThe mobile-friendly Pike13 platform allows class-based businesses like strength and conditioning gyms, yoga studios, and pilates studios to manage everything from clients and schedules to billing and payroll.
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